On-Demand Video

Financial Literacy 101: Building a Financially Healthy Group Practice

You didn't start your practice to become a financial expert — but running a group practice means the numbers matter more than ever. GreenOak Accounting founder and Profit First for Therapists author Julie Herres breaks down exactly what you need to lead a financially healthy, sustainable practice.

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Julie Herres
Founder & CEO · GreenOak Accounting
Eliza Kielty, LMHC
Webinar Host · Healthie

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About this webinar

Most practice owners were trained as clinicians — not CFOs

Running a group practice means making financial decisions you were never trained to make: how to read a P&L, how much to set aside for taxes, how to pay your team without eroding your own profit, and whether the practice is actually healthy under the hood.

Whether you're trying to make sense of your financial reports, figure out if you're paying yourself and your team correctly, or just stop feeling like taxes happen to you — this session is built for practice owners who are ready to run their business with confidence.

Who this is for

✓ Group practice owners ✓ Behavioral health, nutrition & PT practices ✓ Clinicians stepping into leadership

P&L

Read your income statement, balance sheet & cash flow with confidence

Taxes

Know what to set aside and plan for your group practice's obligations

Profit

Structure compensation so the practice — and you — stay profitable

What you'll learn

Walk away with actionable insights

Practical financial fundamentals you can apply to your practice right away.

How to read your financial statements

Make sense of your P&L, balance sheet, and cash flow statement — and what each one tells you about the practice.

Understanding your tax obligations

What a group practice owes, what to set aside, and how to avoid nasty surprises at tax time.

Structuring compensation without hurting profit

How to pay clinicians and staff fairly while keeping the practice financially healthy.

Evaluating your profit performance

Know whether your practice is genuinely profitable — and the levers that move the number.

Transitioning from clinician to practice leader

The mindset and habits that separate a clinician who owns a practice from a true practice leader.

Live Q&A included

Bring your toughest financial questions. Julie will take live questions at the end of the session.

Meet the speakers

Financial expertise, built for group practice owners.

Guest Speaker

Julie Herres

Founder & CEO

GreenOak Accounting

Julie Herres is the founder and CEO of GreenOak Accounting, a firm that serves private practice owners across the United States. Over the years, Julie and her team have worked with thousands of practices and developed deep expertise in what separates high-performing practices from the rest. GreenOak’s goal is to help practice owners maximize profitability, minimize their tax burden, and build practices that generate real wealth. Julie is an accountant, consultant, speaker, author of Profit First for Therapists, and host of the Therapy for Your Money podcast.

Healthie Team

Eliza Kielty, LMHC

Webinar Host

Healthie

Eliza Kielty, LMHC, hosts Healthie’s webinar series for practice owners, bringing together experts across finance, billing, and operations. Before joining Healthie to lead Growth Partnerships and Affiliate, Eliza worked as a Licensed Mental Health Counselor in New York State, practicing therapy in private practice — experience that shapes how she connects with providers today. She’ll host the session and field your questions live.

About Healthie

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